Filer Name: BIRCHCREEK WEALTH MANAGEMENT, LLC
CIK: 1840341
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 121
Portfolio Value: $0.16B

Birchcreek Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SHY US ISHARES 1-3 YEAR TREASURY BO 192,217 $16M 9.90% 15.0% -
IUSG US ISHARES CORE S&P U.S. GROWTH 102,608 $14M 8.98% -1.5% -
IUSV US ISHARES CORE S&P U.S. VALUE 128,982 $12M 7.50% 5.0% -
BILS US SPDR BLOOMBERG 3-12 MONTH T- 113,227 $11M 7.05% 49.6% -
IEFA US ISHARES CORE MSCI EAFE ETF 105,204 $7M 4.64% 11.1% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 31,910 $6M 3.51% 2.8% -
AAPL US APPLE INC 20,500 $5M 3.22% -1.1% -
VTV US VANGUARD VALUE ETF 24,783 $4M 2.64% 1.9% -
VUG US VANGUARD GROWTH ETF 8,731 $4M 2.25% 1.0% -
VGT US VANGUARD INFO TECH ETF 4,934 $3M 1.93% -11.4% -
MSFT US MICROSOFT CORP 7,245 $3M 1.92% -8.8% -
IJH US ISHARES CORE S&P MIDCAP ETF 47,730 $3M 1.87% 3.1% -
DFAS US DIMENSIONAL US SMALL CAP ETF 43,398 $3M 1.77% 41.4% -
NVDA US NVIDIA CORP 18,999 $3M 1.60% -10.5% -
SHV US ISHARES SHORT TREASURY BOND 22,071 $2M 1.53% -49.5% -
AMZN US AMAZON.COM INC 9,496 $2M 1.31% 2.2% -
PG US PROCTER & GAMBLE CO/THE 11,106 $2M 1.17% 5.0% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 30,921 $2M 1.08% 15.6% -
JPM US JPMORGAN CHASE & CO 7,153 $2M 1.08% 3.5% -
GOOGL US ALPHABET INC-CL A 7,854 $1M 0.93% 2.4% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us